VERITY WEALTH ADVISORS, LLC

SAUSALITO, California·2 registered advisors·CRD# 126742
SEC# 801-620222415-561-3340
01

Firm Overview

AUM
$218M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at VERITY WEALTH ADVISORS, LLC

2 registered advisors
Robert Evan Oliver
SAUSALITO, California
Ryan Patrick Beckler
SAUSALITO, California
05

Office Locations

SAUSALITO, California
2 advisors

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Data sourced from SEC Form ADV filings. VERITY WEALTH ADVISORS, LLC (CRD# 126742) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.